secwatch.observer — SEC 8-K summary ====================================== Issuer: HAWKINS INC (HWKN) CIK: 0000046250 Form: 8-K Filed at: 2026-01-28T23:59:59+00:00 Accession: 0000046250-26-000004 Event type: earnings Sentiment: neutral Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Hawkins Q3 FY2026 revenue $244.1M (+8% YoY); EPS $0.69 (-4%) on acquisition costs -------------------------------------------------------------------------------- - Net income $14.3M vs $15.0M YoY; diluted EPS $0.69 vs $0.72; pro forma EPS up ~10% if WaterSurplus had closed earlier. - Revenue growth driven by Water Treatment (+21%) and Industrial Solutions (+10%); Food & Health Sciences fell 10%. - Adjusted EBITDA $34.8M (+3%); operating cash flow $35M used to repay $15M debt; leverage ratio 1.47x. - Six acquisitions completed in FY2026; $4-5M quarterly expense from amortization, earn-out, interest; expected accretive in FY2027. - Management sees food end-market pricing pressure; targets return to historical organic growth in FY2027. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/46250/000004625026000004/0000046250-26-000004-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/46250/000004625026000004/hwkn-20260128.htm HTML page: https://secwatch.observer/filing/0000046250-26-000004 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer